FY2026 EPS Estimates for Thor Industries Lowered by Analyst

Key Points

• KeyCorp has lowered its FY2026 EPS estimate for Thor Industries from $4.50 to $4.20, while the consensus estimate is currently $4.64 per share.
• The company's quarterly earnings report revealed an EPS of $2.53, exceeding analysts' expectations and indicating a year-over-year revenue growth of 3.3%.
• Thor Industries recently approved a $400 million share repurchase program, signaling confidence in its stock value according to the board of directors.

Thor Industries, Inc. (NYSE:THO - Free Report) - Analysts at KeyCorp lowered their FY2026 EPS estimates for shares of Thor Industries in a research note issued on Thursday, July 31st. KeyCorp analyst N. Zatzkin now expects that the construction company will post earnings per share of $4.20 for the year, down from their previous estimate of $4.50. KeyCorp has a "Sector Weight" rating on the stock. The consensus estimate for Thor Industries' current full-year earnings is $4.64 per share. KeyCorp also issued estimates for Thor Industries' Q4 2026 earnings at $1.58 EPS.

THO has been the subject of several other research reports. Wall Street Zen raised Thor Industries from a "sell" rating to a "hold" rating in a research note on Friday, June 6th. Truist Financial boosted their price target on Thor Industries from $72.00 to $78.00 and gave the company a "hold" rating in a research note on Tuesday, June 3rd. DA Davidson upgraded Thor Industries to a "hold" rating in a report on Monday, April 14th. Finally, Roth Capital set a $77.00 price objective on shares of Thor Industries and gave the stock a "neutral" rating in a research report on Monday, June 9th. Nine research analysts have rated the stock with a hold rating and two have given a buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $87.63.

Thor Industries Stock Performance

THO stock opened at $91.08 on Monday. The firm has a market cap of $4.85 billion, a PE ratio of 21.84, a price-to-earnings-growth ratio of 1.81 and a beta of 1.21. The company has a current ratio of 1.71, a quick ratio of 0.90 and a debt-to-equity ratio of 0.24. The stock has a 50-day moving average price of $88.90 and a 200-day moving average price of $86.51. Thor Industries has a 1-year low of $63.15 and a 1-year high of $118.85.

Thor Industries (NYSE:THO - Get Free Report) last announced its earnings results on Wednesday, June 4th. The construction company reported $2.53 earnings per share for the quarter, topping analysts' consensus estimates of $1.79 by $0.74. The business had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.60 billion. Thor Industries had a net margin of 2.32% and a return on equity of 6.15%. Thor Industries's quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter last year, the firm earned $2.13 earnings per share.

Thor Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 15th. Stockholders of record on Tuesday, July 1st were issued a dividend of $0.50 per share. The ex-dividend date was Tuesday, July 1st. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. Thor Industries's payout ratio is currently 47.96%.

Thor Industries announced that its Board of Directors has approved a share repurchase program on Monday, June 23rd that authorizes the company to buyback $400.00 million in shares. This buyback authorization authorizes the construction company to purchase up to 8.8% of its shares through open market purchases. Shares buyback programs are often a sign that the company's board believes its stock is undervalued.

Insider Activity at Thor Industries

In other news, Director Peter Busch Orthwein bought 3,000 shares of the stock in a transaction dated Friday, June 20th. The shares were bought at an average cost of $85.40 per share, with a total value of $256,200.00. Following the completion of the transaction, the director directly owned 136,400 shares of the company's stock, valued at $11,648,560. This trade represents a 2.25% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 4.50% of the stock is currently owned by corporate insiders.

Institutional Trading of Thor Industries

Several hedge funds have recently bought and sold shares of the business. Curio Wealth LLC lifted its stake in shares of Thor Industries by 33,300.0% in the second quarter. Curio Wealth LLC now owns 334 shares of the construction company's stock valued at $30,000 after buying an additional 333 shares in the last quarter. UMB Bank n.a. raised its holdings in shares of Thor Industries by 135.6% in the 1st quarter. UMB Bank n.a. now owns 483 shares of the construction company's stock worth $37,000 after acquiring an additional 278 shares during the last quarter. Signaturefd LLC lifted its position in Thor Industries by 86.6% in the 2nd quarter. Signaturefd LLC now owns 446 shares of the construction company's stock valued at $40,000 after acquiring an additional 207 shares in the last quarter. Parallel Advisors LLC lifted its position in Thor Industries by 198.3% in the 2nd quarter. Parallel Advisors LLC now owns 516 shares of the construction company's stock valued at $46,000 after acquiring an additional 343 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. boosted its stake in Thor Industries by 66.6% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 563 shares of the construction company's stock valued at $50,000 after purchasing an additional 225 shares during the last quarter. Institutional investors and hedge funds own 96.71% of the company's stock.

About Thor Industries

THOR Industries, Inc designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles.

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